See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,058 | $48,046+27.1% | $84,611-27.8% | $72,985-16.3% |
| Participation rate | 30.4% | 57.6%-27.1pp | 68.2%-37.8pp | 69.5%-39.1pp |
| Annual return | 24.35% | 37.38%-13.0pp | 258.74%-234.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,481 | $1,602-7.5% | $2,652-44.1% | $2,440-39.3% |
| Participant deferral / active EE | $2,534 | $2,680-5.5% | $3,899-35.0% | $3,607-29.8% |
| Admin fee / account holder | $293 | $3,395-91.4% | $4,912-94.0% | $5,124-94.3% |